APP
NIO icon

Avantax Planning Partners’s NIO NIO Stock Holding History

Avantax Planning Partners’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1
Closed – – 878
2018
Q3 		$0 Buy
+1
New +$8 ﹤0.01% 1463

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
IM
Islet Management New York $49.1M AUM 17.59% 1-Year Est. Return

Avantax Planning Partners's NIO Position: Q4 2018 in Review

Avantax Planning Partners sold out of NIO (NIO) in Q4 2018, closing a stake of 1 share.

Avantax Planning Partners first reported a position in NIO in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 104 funds tracked by Wall St. Rank hold NIO as of Q4 2018.

  • Avantax Planning Partners reported no remaining NIO position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1 NIO share in Q4 2018.
  • Avantax Planning Partners first reported a position in NIO in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's NIO position peaked at $0 in Q3 2018.
  • 104 funds tracked by Wall St. Rank held NIO as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.